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Berkshire Hathaway Class B

2,655 hedge funds and large institutions have $197B invested in Berkshire Hathaway Class B in 2020 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 876 increasing their positions, 1,228 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,655
Holders Change
+49
Holders Change %
+1.88%
% of All Funds
53.71%
Holding in Top 10
439
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.02%
% of All Funds
8.88%
New
164
Increased
876
Reduced
1,228
Closed
88
Calls
$5.14B
Puts
$3.55B
Net Calls
+$1.59B
Net Calls Change
+$1.46B
Name Holding Trade Value Shares
Change
Shares
Change %
PGA
2001
Portland Global Advisors
Maine
$697K +$13.8K +65 +2%
GWM
2002
Gray Wealth Management
Maine
$697K +$14.7K +69 +2%
SFG
2003
Summit Financial Group
West Virginia
$695K
IWA
2004
Inspirion Wealth Advisors
Illinois
$693K
KBG
2005
Kahn Brothers Group
New York
$692K -$16K -75 -2%
VCM
2006
Virtue Capital Management
Tennessee
$691K -$263K -1,234 -28%
HR
2007
Hayden Royal
North Carolina
$689K -$90.4K -425 -12%
GSAM
2008
Grant Street Asset Management
Pennsylvania
$689K
GAM
2009
Gould Asset Management
California
$688K -$10.7K -50 -2%
CAM
2010
Crestone Asset Management
Colorado
$687K -$139K -653 -17%
WCM
2011
Weld Capital Management
New York
$684K -$372K -1,748 -35%
AMG
2012
Advisors Management Group
Wisconsin
$684K +$1.92K +9 +0.3%
CC
2013
Cedar Capital
Illinois
$682K -$105K -495 -13%
JIP
2014
JBJ Investment Partners
South Carolina
$682K
CMI
2015
Clare Market Investments
Texas
$681K -$42.6K -200 -6%
JLBC
2016
J.L. Bainbridge & Co
Florida
$681K -$348K -1,636 -34%
CCC
2017
Chelsea Counsel Company
California
$678K -$144K -674 -17%
DWM
2018
Darwin Wealth Management
Florida
$673K -$196K -920 -23%
SAM
2019
S.A. Mason
Michigan
$673K +$673K +3,164 New
ITIM
2020
Indiana Trust & Investment Management
Indiana
$672K -$11.7K -55 -2%
SLT
2021
St Louis Trust
Missouri
$671K
EB
2022
Eastern Bank
Massachusetts
$670K +$8.73K +41 +1%
GA
2023
Geller Advisors
New York
$670K +$32.2K +151 +5%
CS
2024
Capital Square
Tennessee
$669K +$78.7K +370 +13%
BMM
2025
Buffington Mohr McNeal
Idaho
$666K -$85.2K -400 -11%